Origen Financial Services is one of the UK’s leading financial advisers. We will help clients to: • simplify their financial life and help achieve their financial goals • generate an income from their portfolio now and in retirement • build a legacy for their loved ones. We provide advice to individuals, small to medium sized businesses and employees of some of the UK’s largest organisations. Our role as financial advisers is to fully understand financial aims and ambitions and to create a financial plan to help our clients to reach their financial goals. We believe in building long term client relationships. We pride ourselves on putting our clients first. We guide clients through the financial maze, build their financial knowledge and help them make confident and informed financial decisions at the right time. Contact us: Telephone: 0344 209 3925* Email: clientservices@origenfs.co.uk *Calls are charged at your phone company’s basic rate. All calls are recorded for business purposes. Our services Through our team of highly qualified advisers across the UK, we provide advice on: - Workplace and personal pensions and investments; - Protection, including critical illness, life insurance and income protection; - Pre-retirement planning, including tax planning; - At retirement planning, including advice on annuities and drawdown; - Estate planning including Inheritance Tax and Trusts For business clients, we offer: - Advice services to pension scheme members for Pension Liability Management projects - Auto-enrolment advice, including restructuring existing employee benefit programmes; - Benchmarking and review of workplace benefit packages against employees’ needs and industry peers; - Advice on workplace pension schemes, group risk, healthcare and employee wellbeing; – Content for staff communications on pensions and reward statements, branded employee materials, onsite seminars, and 1-2-1 advice sessions; - Financial education services for emp
View Top Employees from Origen Financial ServicesWebsite | https://www.origenfs.co.uk |
Revenue | $33 million |
Employees | 169 (169 on RocketReach) |
Founded | 2005 |
Phone | +44 844 209 3000 |
Technologies |
JavaScript,
HTML,
ASP.NET
+22 more
(view full list)
|
Industry | Financial Services, Credit Cards & Transaction Processing, Finance, Pensions, Tax, Retirement |
Web Rank | 16 Million |
Keywords | Financial Planning, Retirement Planning, Employee Benefit Administration, Investment Advice, Inheritance Planning, Estate Planning, Protection Insurance |
Competitors | Ascot Lloyd, Bankhall, LEBC Group, Lighthouse Group Financial Solutions, Quantum Advisory |
SIC | SIC Code 615 Companies, SIC Code 61 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 52229 Companies, NAICS Code 522298 Companies, NAICS Code 5222 Companies |
Looking for a particular Origen Financial Services employee's phone or email?
The Origen Financial Services annual revenue was $33 million in 2024.
Rob Waller is the CEO of Origen Financial Services.
169 people are employed at Origen Financial Services.
The NAICS codes for Origen Financial Services are [522, 52, 52229, 522298, 5222].
The SIC codes for Origen Financial Services are [615, 61].